Halifax Estate Planning Council - Schedule 2022-2023

October 17, 2022        Charitable Giving Through Life Insurance  
                                       with Diane Everett, Vice President, Planning Services, PPI Advisory, LL.B, CLU, TEP, FEA
                                       and Percy MacDonald, Principal and Financial Advisor, Bloom Wealth & Legacy Planning

November 21, 2022     Common Mistakes and Opportunities in Estate Planning with Tim Sullivan, Senior Mgr., Tax and Business Advisory, MNP 

December 12, 2022    Holiday Social                            

January 16, 2023         TBA 

March 6, 2023             Charitable Giving Roundtable
                            
April 24, 2024              TBA

May 15, 2023             AGM + TBA